Skip to content
Nov 07 2013
Equity Strategies

Supply/Demand Dynamics Drive Three Emerging Market Energy Themes

  • Nov 7, 2013

We find hidden opportunities in Equipment & Services Providers, Coal and Natural Gas. We consider these themes longer term holdings instead of short-term plays

tags

Emerging Markets Energy China India Russia Indonesia Brazil Philippines Mexico

Login

For full access, please enter your credentials.
Remember Me

About The Author

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager

Jun Zhu Sr. Research Analyst & Co-Portfolio Manager

Jun is a Senior Analyst at The Leuthold Group, LLC, and a Co-Portfolio Manager of the Leuthold Core Investment Fund.

current issue

February 2020
Volume 40
No 2

featured articles

recent tags
[ALL]

Inflation (525) Contrarian (10) Fed Policy (112) Crude Oil (32) Energy (80) Oil (47) MSCI Emerging Market (19) Valuations (260) Emerging Markets (79) U.S. Exceptionalism Index (1) NASDAQ/NYSE Ratio (1) Dumb/Smart Money Relative Put/Call Ratio (1) Relative Strength (39) Volume (10) Tesla (2) Parabolics (1) Pullbacks (1) Liquidity (27) Monetary Measures (6) Total Returns (46)